Jeff Rose's blog

What Do I Need to Know Before I Hire a CFP?

Need help managing your finances? Make sure you know what you're getting when you hire a financial advisor with the CFP designation.

Meet Wise Bread's Financial Planning Expert, Jeff Rose, CFP!

Meet Wise Bread's resident financial planning expert, Jeff Rose, CFP. Do you have a financial planning question? He's got your back!

Get Over the Hump Like a Soldier (Book Giveaway)

Learn how to keep the motivation going after the initial excitement of going after your financial goals has worn off.

What Does It Take to Become a CFP?

Financial adviser and Certified Financial Planner are not the same thing. Jeff Rose, CFP for WiseBread.com explains what it takes to earn the CFP designation.

Beginning the Free Life Insurance Quote Process

If you have a high-risk condition or you're looking for a life insurance policy that doesn't require a medical exam, please give us a call!

What Is the Life Insurance Application Process?

What happens after you request a life insurance quote? Jeff Rose, CFP, explains the life insurance application process.

When Do I Need to Buy Life Insurance?

Jeff Rose, CFP, recommends buying life insurance if someone you love would be in financial trouble if you weren't around.

How Much Life Insurance Do I Need?

After you decide to buy life insurance, it's time to figure out how much life insurance you need and for how long. Jeff Rose, CFP, has a simple formula to get you started.

How Do I Find the Best Deal on Life Insurance?

How do you know you're getting the best deal on life insurance? Jeff Rose, CFP, recommends getting help from an online quoter and a truly independent life insurance agent.

What Is Life Insurance?

Life insurance is a way to protect your family should the unthinkable happen to you. Jeff Rose, CFP, explains how life insurance works.

How Much Will Life Insurance Cost?

Life insurance may not cost as much as you think it does. Jeff Rose, CFP, explains the factors that affect how much you pay for your life insurance policy.

How Long Does It Take to Get Life Insurance?

How long it takes to get life insurance depends on the policy you're applying for. Jeff Rose, CFP, explains the process.

Should I Get Life Insurance Through My Employer?

Does it make sense to get life insurance through your employer? Maybe not. Jeff Rose, CFP, explains why.

What Is the Best Life Insurance Company?

Jeff Rose, CFP, shares the two things you need to consider when looking for the best insurance company for you.

How to Buy Affordable Life Insurance

Follow these rules of thumb from Jeff Rose, CFP, to make sure you're not paying too much for life insurance.

5 Things 30-Year-Olds Don’t Have Enough Of

While 30-year-olds may be firmly settled in adulthood, that doesn't mean they have their finances in order. If you're close to 30, here's what you need to know.

5 Ways to Save Money on New Flooring

Whether you want plush carpet or gleaming hardwood, you can get high-quality flooring without paying crazy prices — just follow these suggestions.

Friends and Goals: Don't Let a Blue Falcon Bring You Down

What's the key to ensuring you achieve your goals? Not listening to the "blue falcons" in your life.

To Shred or Not to Shred: How Long to Keep Your Tax Records

When it comes to your tax records, it can pay to be a hoarder. But how long is too long to hold on to "important" papers?

4 Essential Financial Tips For Kicking Off Your Career

If you've recently joined the workforce, you shouldn't just think about your career path; you should think about your financial path as well.